The Wealth Academy Story

 
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by Tracy Theemes

 

From our first day in business at Sophia Financial Group, Kamal and I made two promises: to deliver honest, transparent and effective financial advice and portfolio management services for our clients; and to be a source of financial wisdom, education and empowerment for women. We committed to giving one day a week of pro bono financial advice to anyone, regardless of their economic circumstances or life situation. New Canadians, seniors, single parents, the unemployed, hard workers who can’t get ahead, you name it, they have all graced our offices, along with Vancouver’s wealthiest citizens. 

We've given our nights and weekends to deliver financial educational workshops to women’s organizations, not-for-profits, professional associations and networking groups. Anything that might assist a woman to improve her and her family’s ability to achieve their goals and have a better life, we taught ourselves or brought in an expert to teach. We became a community hub for knowledge and wisdom sharing.

By 2010, it was clear that the biggest obstacle preventing people from accessing financial education was time. Our solution? Sophia Wealth Academy: a one-day event covering all the fundamentals of finance a woman needs to know. We started out at a community centre and all money raised went back to the centre. We value community.

As the money increased, we realized we needed to be more intentional about our gifting. At a networking event, I met the Executive Director of Dress for Success. She passionately explained her programs and the needs of the women they served. I looked her in the eyes and said, “Do you need money?” When she took me on a tour through their offices and showed me the hardhat and work-boots room, I was hooked.


We are stronger together than apart. And we will never lose sight of the power that is generated by women helping women help women.

Tracy Theemes


We have enjoyed a partnership with DFS for close to a decade. The money raised has helped countless women find their financial footing through career advice and ongoing professional coaching. We love the DFS mission, and we love the impact of their programs and the problems they solve. Every $199 Sophia Wealth Academy registration fee goes directly to Dress For Success, so a day of financial empowerment qualifies for a tax receipt of $125. Bonus! 

We're committed to giving every woman the opportunity to attend, even if it's not in her budget. We've created a program where women can help their fellow women by sponsoring an attendee who can't afford the fee. This ensures the room is inclusive, welcoming and diverse. We are all in this together. We will never lose sight of our guiding principle — women helping women help women. 

For Sophia Wealth Academy 10, we've really raised the bar: a bigger space, nationally recognized speakers and specialists, as well as sponsors and event managers. We are so grateful to our all of our sponsors, including Vancity, the Koerner Family foundation, and Money Coaches Canada, who stepped up last summer and said, “Let’s do this!” We are humbled by the level of willingness to help and the degree of generosity people have in their hearts when they know they are needed.

Thank you.

We look forward to seeing you there! It's going to be a blast!


 

Sophia Financial Group

 Kamal + Tracy

Sophia means wisdom in Greek. Investing with wisdom means that your values come first and how the money is managed, follows.  As a full service financial planning and investment management firm, we take the time to understand your concerns and priorities, your challenges and the life context of your financial decisions. Only then can we develop relevant and responsible strategies to enable you to steward your resources wisely.

We practice an ethos of community involvement and responsibility by creating greater access to financial services and sharing our financial knowledge with the community at large.

Whatever your motivation for exploring your financial service options, know that we are here to help.

More about Sophia Financial »

 

Dress for Success

The mission of Dress for Success is to empower women to achieve economic independence by providing a network of support, professional attire and the development tools necessary to help them thrive in work and in life.

More about Dress for Success »